Westend Capital Management’s Microsoft MSFT Stock Holding History

Westend Capital Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257K	Sell	695 -12	-2%	-$5.02K	0.08%	43
2025 Q4	$342K	Buy	707 +582	+466%	+$292K	0.1%	36
2025 Q3	$64.8K	Buy	125 +52	+71%	+$26.5K	0.02%	69
2025 Q2	$36.4K	Buy	73 +58	+387%	+$25.2K	0.01%	85
2025 Q1	$5.68K	Sell	15 -15,147	-100%	-$6.18M	﹤0.01%	141
2024 Q4	$6.39M	Sell	15,162 -12,421	-45%	-$5.29M	1.9%	23
2024 Q3	$11.9M	Buy	27,583 +490	+2%	+$209K	4.07%	7
2024 Q2	$12.4M	Sell	27,093 -68	-0.3%	-$28.7K	4.35%	8
2024 Q1	$11.4M	Buy	+27,161	New	+$11M	4.43%	5
2016 Q3	–	Sell	-4,500	Closed	-$230K	–	66
2016 Q2	$230K	Buy	4,500 +75	+2%	+$3.9K	0.33%	60
2016 Q1	$244K	Buy	+4,425	New	+$232K	0.33%	54

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westend Capital Management's MSFT Position: Q1 2026 in Review

Westend Capital Management reduced its Microsoft (MSFT) stake by 1.7% in Q1 2026, selling an estimated $5.02K and leaving 695 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #43.

Westend Capital Management first reported a position in MSFT in Q1 2016 and has held it in 11 quarters since. The position peaked at $12.4M in Q2 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Westend Capital Management held 695 shares of Microsoft worth $257K as of Q1 2026.
Westend Capital Management sold 12 Microsoft shares in Q1 2026, an estimated $5.02K.
Microsoft made up 0.08% of Westend Capital Management's portfolio in Q1 2026, its #43 holding.
Westend Capital Management first reported a position in Microsoft in Q1 2016 and has held it in 11 quarters since.
Westend Capital Management's Microsoft position peaked at $12.4M in Q2 2024.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.